Measured Wealth Private Client Group, LLC
Position in AXP — American Express Co
CIK 1720235
PORTSMOUTH, NH
Position in AXP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,074
+$2,969 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,879
of 2,990 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $2,110,079 across 7 Credit Services names. AXP ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFH |
Bread Financial Holdings, Inc.
|
8,595 | $931,268 | |
| 2 | ENVA |
Enova International, Inc.
|
3,224 | $776,113 | |
| 3 | V |
Visa Inc.
|
665 | $228,154 | |
| 4 | SYF |
Synchrony Financial
|
860 | $65,403 | |
| 5 | MA |
Mastercard Inc
|
118 | $60,604 | |
| 6 | AXP |
American Express Co
This page
|
83 | $28,074 | |
| 7 | COF |
Capital One Financial Corp
|
102 | $20,463 |
All Filings in AXP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,074 | 83 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,105 | 83 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,705 | 83 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $27,569 | 83 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||